Sales Executive, Select

Travelers•Melville, NY

About The Position

The Sales Executive, Select manages and develops a moderately complex group of Travelers agency assignments and territories. The role is responsible for optimizing growth within defined new-business, retention, and profitability goals while representing Travelers’ value proposition to distribution partners. It is an outside sales position; assigned distribution relationships are generally best served through in-person sales, though the team also operates virtually. The position requires living in the managed territory and traveling up to 75% of the time. The Sales Executive works with agency partners and internal teams to develop profitable business, strengthen relationships, identify growth opportunities, and align sales activity with Travelers’ business objectives. The role uses performance metrics, data and analytics, Travelers systems, digital sales tools, and AI technologies to support sales decisions and improve processes. The nationwide annual base salary range is $96,700 to $159,600. Actual pay depends on factors including role scope, complexity, location, and the candidate’s skills, education, training, credentials, and experience. Employees may also be eligible for performance-based cash incentive awards.

Requirements

  • At least three years of professional experience in sales, sales support, or a relevant insurance field.
  • Must live in the territory managed and be able to travel up to 75% of the time.
  • Bachelor’s degree in sales, marketing, business, or a related field is identified as an ideal-candidate qualification.
  • Strong knowledge of Travelers products and the general Property & Casualty marketplace.
  • Strong influencing and negotiation skills to encourage agency partners to adopt Travelers products and services.
  • Ability to build and maintain collaborative relationships with diverse internal and external stakeholders.
  • Strong analytical and problem-solving skills.
  • Ability to define goals and priorities and meet them in a timely manner.
  • Strong organizational skills to manage complex tasks and priorities and meet sales goals and deadlines effectively.

Nice To Haves

  • Four or more years of insurance sales or related experience managing a book of business, driving significant sales growth, achieving sales targets, conducting agency diagnostics, and using digital sales tools.
  • Certified Insurance Counselor (CIC) designation, or willingness to pursue it.

Responsibilities

  • Develop and implement sales strategies to expand and manage a portfolio of business and drive profitable growth.
  • Own the assigned territory, including business development, annual planning using performance metrics, and management of territorial performance.
  • Conduct agency diagnostics to assess performance and identify growth opportunities.
  • Facilitate agency appointments and build long-term relationships through in-person and virtual office visits.
  • Prospect, onboard, and set performance goals for new agencies, providing training and support.
  • Pre-qualify accounts as needed.
  • Influence agency partners through effective communication and negotiation.
  • Collaborate with Product, Underwriting, and other internal teams to align sales strategies with business objectives.
  • Identify opportunities to cross-sell Travelers products with business partners in other lines and, as applicable, identify book transfer opportunities.
  • Develop knowledge of competitor products and capabilities and local market trends.
  • Use data and analytics, Travelers systems and platforms, and digital sales tools to support sales decisions and measure performance.
  • Leverage AI technologies to optimize processes, enhance decision-making, and drive innovation while learning about emerging AI trends and tools.
  • Perform other duties as assigned.

Benefits

  • Health insurance coverage for eligible employees and family members from the first day of employment.
  • Dollar-for-dollar 401(k) match on contributions up to the first 5% of eligible pay, subject to an annual maximum.
  • Paying it Forward Savings Program, which provides an annual 401(k) contribution when an employee makes a student-loan payment.
  • Pension Plan funded 100% by Travelers.
  • At least 20 days of paid time off annually and nine paid company holidays.
  • Wellness program with tools, discounts, resources, and caregiving support.
  • Mental health program with access to free professional counseling, health coaching, and other resources.
  • Matching Gift and Volunteer Rewards program.
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